Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lardin is a financial advisor with Wells Fargo Clearing Services, LLC. William has been in the financial services industry since 1991. William is a registered representative in both New Jersey and Pennsylvania. William has worked with several financial institutions throughout his career, including HSBC Securities (USA) Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., Morgan Stanley DW Inc., and Chemical Investment Services Corp. William has a broad base of knowledge and experience.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
01/31/2023 - Present
Wells Fargo Clearing Services, LLC (RADNOR PA)
NY
10/20/2006 - 08/04/2014
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NJ
10/20/2004 - 10/17/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (GLEN ROCK NJ)
NY
12/17/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
05/25/1999 - 01/30/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
09/18/1996 - 05/25/1999
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
08/01/1994 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
05/24/1994 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
07/06/1993 - 06/17/1994
FINANCIAL HORIZONS SECURITIES CORPORATION
NY
06/01/1992 - 05/25/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
05/28/1992 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NY
01/22/1991 - 05/01/1992
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
IA
Issued 04/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/28/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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